February Market Update 2025
This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.
Ariel Arazi outlines Bedrock’s asset allocation strategy
In an interview with Professional Wealth Management on family office investment strategies, Ariel Arazi outlines Bedrock’s investment outlook and the impact this has on asset allocation, and explains why equities are not the best asset class to invest in at the moment. Bedrock has increased its exposure to specialist fixed income products, senior loans and short-term corporate bonds, and is investing in complex niche areas.
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